Credit Card Transaction report templateLast updated on 03/22/2022
The Credit Card Transaction report provides a detailed list of all credit card transactions made through ServiceTitan Payments. This report pulls data from the credit card gateway to give you the latest charge and refund transactions. All credit card transactions made through your ServiceTitan Payments credit card merchant account are available in this report.
Use this report to view details about credit card transactions, including the transaction ID, authorization code, amount, the card type used, and the entry method of the transaction.
Create a Credit Card Transaction report
Follow the steps to create a custom report based on the Credit Card Transaction template. Note: This report populates the type of credit card as determined by the processor, which can differ from the payment type chosen on the invoice. For example, if the MasterCard payment type is selected when charging a Visa card, this report will populate the Visa card type.
Run the Credit Card Transaction report
Before running your report, set filters to get the most relevant information for your needs:
Use the From-To calendar fields to set a range of dates to run the report on.
Enter a transaction number to look for a particular transaction. Tip: To include all transactions for your date range, leave the transaction number field blank.
Click Run Report. The Credit Card Transaction report generates.
Note: This report includes more columns than can be displayed at once. Use the horizontal scroll bar to view all of the columns.
Read report results
Your report results display in a table based on the filters you set. By default, the Credit Card Transaction report includes the following columns:
Date the transaction was made
The transaction ID from the gateway, which may not be the same ID as from the processor
Click Transaction ID to view the Transaction History report.
Latest transaction status
Authorization code for the transaction
Note: Refunds may not have an authorization code.
Amount of the transaction An amount in parentheses is a negative amount.Note: An amount in parentheses is a negative amount.
Card Holder Name
The cardholder name that was provided when this transaction was submitted
Customer on File
The ServiceTitan Bill-To customer for the invoice where the corresponding payment was applied.
Click the name to open the Customer Details screen for this customer in a new window. If this field is blank, then we aren’t able to match up this transaction with a payment in ServiceTitan.
Last four digits of the card number
Card expiration date
The type or brand of the credit card
The processor response message. The response text can be:
Invoice IDs for all invoices where this payment was applied
Click the Invoice ID to drill down into the Invoice Details report.
Note: If this field is blank, then we weren’t able to match up this transaction with a payment in ServiceTitan.
Payment Batch Number
The batch number of the batch this payment is a part of
Select a Payment Batch Number to open the Batch Details screen.
Note: If this field is blank, then we aren’t able to match up this transaction with a payment in ServiceTitan.
At the bottom of the report table are totals of two columns:
Count—Total count of transactions
Amount—Total amount of all credit card transactions for the selected date range
Customize your report
You can add and remove columns related to credit card transactions for more specialized reporting. For further customization, you can also arrange and filter your results to narrow the focus of your report.
Above the report results, click Edit Columns.
In Edit Columns, select or deselect the items you want added to or removed from your report.
You can edit the Credit Card Transaction report to show the following fields:
How the credit card was entered Entry methods can be:
Note: The Entry Method column populates only for credit card transactions made after ST-41.
The name of the technician who processed the credit card transaction. Note: Technician names only appear for credit card transactions made after May 18, 2020.
The TSYS merchant ID that this transaction was processed under
The most recent transaction event
A description of the transaction as provided when the transaction was submitted If it was submitted from ServiceTitan, then it will have the invoice number where the payment was applied.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.